+361.5%
RH vs VOO
+317.9%
+43.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.3% | +2.0% | +0.2% |
| 7D | -6.8% | +0.1% | -6.8% | -6.8% |
| 30D | +16.8% | -3.3% | +20.1% | +23.9% |
| 3M | -30.4% | -2.4% | -28.0% | -27.2% |
| 6M | +2.0% | +2.6% | -0.6% | -1.8% |
| YTD | -23.7% | +11.3% | -35.0% | -35.7% |
| 1Y | -15.8% | +13.4% | -29.2% | -31.4% |
| 3Y | -40.2% | +80.3% | -120.5% | -74.7% |
| 5Y | -79.1% | +72.7% | -151.8% | -90.1% |
| 10Y | +361.5% | +310.0% | +51.5% | -21.7% |
| All | +361.5% | +317.9% | +43.6% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling